Gene McGovern

MBA, CFP®

McGovern Financial Advisors, LLC

Principal

Gene McGovern

MBA, CFP®

McGovern Financial Advisors, LLC

Principal

As a fee-only, advice-only fiduciary financial planner, my focus is to help clients achieve a financially secure retirement while meeting their retirement goals, needs, and wishes. - Gene McGovern, MBA, CFP®

(908) 789-9462

Fee-only financial planner located in Westfield, NJ, serving clients locally and across the country

Gene McGovern is a Westfield, NJ fee-only financial planner. McGovern Financial Advisors, LLC provides retirement income planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Gene McGovern is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Gene McGovern is Principal at McGovern Financial Advisors located in Westfield, NJ.


Personal Background

I was born and raised in Portland, Maine.  While I’ve spent the majority of my life in New York and New Jersey, I’m a New England Yankee by birth and temperament, with deep roots there:  My great-grandfather fought with the 20th Maine Regiment at the Battle of Gettysburg.  That heritage informs the values and characteristics that I hold and bring to my work as a financial planner:  integrity, hard work, fairness, pragmatism, common sense.

Professional Background and Credentials

I’m a former CEO, now enjoying a second career as the founder and managing member of McGovern Financial Advisors.  I’m also an adjunct faculty member at Fairleigh Dickinson University in New Jersey, where I teach several courses to professionals seeking the Certified Financial Planner™ certification, including retirement planning and estate planning.

I hold a B.A. in English from Yale University and an MBA in Taxation from New York University.  I completed the Financial Planning Certificate Program at Fairleigh Dickinson University, where I now teach, and passed the rigorous Certified Financial Planner™ Examination administered by the CFP® Board.  I also passed the Series 65 Uniform Investment Adviser Law Examination, and my firm is a Registered Investment Advisor in the State of New Jersey.

Before founding McGovern Financial Advisors, I enjoyed a 30-year career in professional law and tax publishing.  Among the positions I held were senior vice president at online legal publisher LexisNexis, and vice president of tax and accounting publishing at CCH, a unit of global publisher Wolters Kluwer.  I also served as CEO of Marquis Who’s Who LLC, publisher of the venerable Who’s Who in America.

I’m a member of the National Association of Personal Financial Advisors, the country’s leading professional association of fee-only financial advisors, as well as the Financial Planning Association, the largest membership organization for CFP® professionals in the U.S.

Gene McGovern is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

I founded McGovern Financial Advisors with a single mission:  to help others achieve their retirement goals with objective, unbiased, straightforward advice on financial matters, large and small.   Please refer to the “What We Do” section for detail on our services.

While we’re happy to provide specific services as needed, my goal in working with clients is to develop a comprehensive plan that helps them achieve their long-term financial goals and desires.  That is best done in the context of an ongoing partnership in which trust, confidence, patience, and mutual commitment are the keys to success.

We operate under a fiduciary standard, which means that we act at all times solely in the best interest of our clients, under a strict Code of Ethics.  We accept no sales commissions, referral fees, or third-party payments of any kind.  The only people who pay us are our clients.

At McGovern Financial, we don’t require any minimums as to income, assets, or net worth.  Our fees are transparent, appropriate, and commensurate with the services we provide.  

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Income Planning
  • Comprehensive Financial Planning
  • Investment Portfolio Analysis and Recommendations
  • Tax Planning

Ideal Clients

  • You're contemplating or approaching retirement and want to create an income plan
  • You're comfortable managing your own money but would like an independent, second opinion on your portfolio
  • You have questions about your IRA, 401(k), 403(b), 457, or other retirement account
  • You'd like to maximize your Social Security income

Working Together

  • Complimentary Initial Consultation
  • Clearly Defined, Transparent, Reasonable Fees
  • Fee-only, Advice-only Planning
  • No Product Sales

Professional Designations & Affiliations

Contact Gene McGovern

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Office Locations:

  • 425 Washington St
    Westfield, NJ 07090

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